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Genesis Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Genesis Wealth Advisors’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$21.8K Sell
186
-424
-70% -$52K 0.02% 280
2015
Q1 		$80.6K Sell
610
-111
-15% -$14.5K 0.07% 146
2014
Q4 		$93.9K Buy
+721
New +$87.4K 0.07% 145

Other funds holding TLT

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MLICM
Metropolitan Life Insurance Company (MetLife) New York $328M AUM 9.77% 1-Year Est. Return

Genesis Wealth Advisors's TLT Position: Q2 2015 in Review

Genesis Wealth Advisors reduced its iShares 20+ Year Treasury Bond ETF (TLT) stake by 70% in Q2 2015, selling an estimated $52K and leaving 186 shares worth $21.8K. The position accounts for 0.02% of the portfolio, ranked #280.

Genesis Wealth Advisors first reported a position in TLT in Q4 2014 and has held it in 3 quarters since. The position peaked at $93.9K in Q4 2014. 246 funds tracked by Wall St. Rank hold TLT as of Q2 2015.

  • Genesis Wealth Advisors held 186 shares of iShares 20+ Year Treasury Bond ETF worth $21.8K as of Q2 2015.
  • Genesis Wealth Advisors sold 424 iShares 20+ Year Treasury Bond ETF shares in Q2 2015, an estimated $52K.
  • iShares 20+ Year Treasury Bond ETF made up 0.02% of Genesis Wealth Advisors's portfolio in Q2 2015, its #280 holding.
  • Genesis Wealth Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $93.9K in Q4 2014.
  • 246 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.